Knowledge is Power

While the Fed and the market are fairly aligned in their expectations, fixed income markets are likely to remain somewhat volatile while the fiscal impacts of the new administration’s policies become clearer.  However, higher yields insulate bond investors from interest rate risk and elevated equity valuations make bonds more attractive on a relative basis. Given the level of concentration within US equity markets, we believe that international, value and small-cap equities provide a critical element of diversification.  We advocate building portfolios to achieve your long-term goals as opposed to trying to react to the latest headlines.  Please don’t hesitate to reach out to your advisor to schedule time to discuss your financial plan, including your goals and planning assumptions. 

Your weekly guide to thriving in every aspect of life—Physical, Mental, Spiritual, and Financial Wellness.

Every investor has heard at least one “rule of thumb” that sounds too simple—or too ominous—to be true. Some of these “tried and tested” maxims come from decades of market folklore; others are simply repeated so often they start to feel like fact. In this post, we’ll debunk six common investing myths using historical data and a long-term perspective.

If we want to set the next generation up for success, we need to go beyond achievement and income. We need to help them invest in their strengths, align their financial choices with their values, and build lives of purpose, impact, and fulfillment.